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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-05-24 |
| WI | RA | APPROVED | 2014-09-30 |
Branch Locations
216 Cottage Grove Rd., Madison, WI 53716 • United States
4708 E. Towne Blvd, Madison, WI 53704 • United States
2929 North Sherman Avenue, Madison, WI 53704 • United States
5750 Raymond Rd., Madison, WI 53711 • United States
1889 Springdale Street, Mount Horeb, WI 53572 • United States
420 W. Verona Ave., Verona, WI 53593 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Monona | WI | 09/2014 | Present |
| Old National Bank (Formerly: Anchor Bank) | Monona | WI | 09/2014 | Present |
1. 6/9/2020 - Old National Bank Corporation - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Start Date: 1/2/2020 - 3 Hours Per Month/3 Hours During Securities Trading - Participant in the referral program by referring prospects for banking products. 2. 02/12/2024 - Old National Bank - Financial Institution Duty - Not Investment Related - At Reported Business Location(s) - Start Date 10/22/2023 - 5 Hours Per Month/ During Trading 3. 04/02/2025 - Old National Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/01/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-20 |
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